Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABBOTT LABORATORIESABT · Entity 2314 | Director | December 31, 2010 | January 04, 2011 |
| BOEING COBA · Entity 2862 | Director | January 03, 2011 | January 04, 2011 |
| Bank of New York Mellon CorpBK · Entity 2899 | Vice Chairman | July 18, 2019 | July 22, 2019 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Vice Chairman - Public Affairs | March 05, 2024 | March 08, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ABBOTT LABORATORIES
Report date December 31, 2010 · Filed January 04, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,760 |
Reported balance
After 2010-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-12-31 · Grant · Acquired 594 · Balance 12,760 F1: Director fees credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. |
Filing footnotes · ownership attribution and instrument terms
F1: Director fees credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock.
F2: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature.
BOEING CO
Report date January 03, 2011 · Filed January 04, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 16,444.16 |
Reported balance
After 2011-01-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2011-01-03 · Grant · Acquired 942.12 · Balance 16,444.16 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director.
F4: Includes adjustments for dividends accrued.
Bank of New York Mellon Corp
Report date July 18, 2019 · Filed July 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,700 |
Reported balance
After 2019-07-18 transaction · row 1
1 source rowRow 1 · 2019-07-18 · Purchase · Acquired 5,700 · Balance 5,700 F1: Represents the weighted average price of shares sold with actual prices ranging from 44.89 to 44.94. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 5,650 |
Reported balance
After 2019-07-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-07-18 · Purchase · Acquired 5,650 · Balance 5,650 F2: Represents the weighted average price of shares sold with actual prices ranging from 44.87 to 44.97. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average price of shares sold with actual prices ranging from 44.89 to 44.94. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range.
F2: Represents the weighted average price of shares sold with actual prices ranging from 44.87 to 44.97. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range.
WELLS FARGO & COMPANY/MN
Report date March 05, 2024 · Filed March 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 51,364.1951 |
Ending reported balance
After 2024-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-05 · Exercise / conversion · Acquired 63,050.7777 · Balance 83,501.4523 F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2024 upon settlement of a Performance Share award granted on January 26, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on February 29, 2024), plus dividend equivalents invested in additional Performance Shares. Row 2 · 2024-03-05 · Tax withholding · Disposed 32,137.2572 · Balance 51,364.1951 |
| 2021 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-05 · Exercise / conversion · Disposed 63,050.7777 · Balance 0 F2: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F3: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, which is exempt under Rule 16b-3(d). As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough IRA | 5,600 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,600 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Trust | 46,912 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 46,912 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2024 upon settlement of a Performance Share award granted on January 26, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on February 29, 2024), plus dividend equivalents invested in additional Performance Shares.
F2: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting.
F3: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, which is exempt under Rule 16b-3(d). As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date May 15, 2004 · Filed May 18, 2004
Section 16 reporting ended · disclosed 2004-05-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,983 |
Reported balance
After 2004-05-15 transaction · row 1
1 source rowRow 1 · 2004-05-15 · Disposition to issuer · Disposed 23,300 · Balance 13,983 F1: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans. |
| Common StockSEC Table I · non-derivative | IndirectBy benefit plans | 28,349.91 |
Reported balance
After 2004-05-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2004-05-15 · Disposition to issuer · Disposed 2,375.677 · Balance 28,349.91 F1: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 1,448.967 |
Reported balance
Holding disclosure · report date 2004-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,448.967 |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans.
JPMORGAN CHASE & CO
Report date January 06, 2011 · Filed January 10, 2011
Section 16 reporting ended · disclosed 2011-01-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 175,678 |
Ending reported balance
After 2011-01-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2011-01-06 · Exercise / conversion · Acquired 100,000 · Balance 214,414 Row 2 · 2011-01-06 · Exercise / conversion · Acquired 59,662 · Balance 274,076 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Row 3 · 2011-01-06 · Exercise / conversion · Acquired 42,251 · Balance 316,327 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Row 4 · 2011-01-06 · Tax withholding · Disposed 140,649 · Balance 175,678 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2013-01-13 | Direct | 0 |
Reported balance
After 2011-01-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2011-01-06 · Exercise / conversion · Disposed 42,251 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2: Restricted stock unit vested on January 6, 2011. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2012-01-25 | Direct | 0 |
Reported balance
After 2011-01-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2011-01-06 · Exercise / conversion · Disposed 59,662 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2: Restricted stock unit vested on January 6, 2011. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $34.78 · Expires 2015-10-20 | Direct | 0 |
Reported balance
After 2011-01-06 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2011-01-06 · Exercise / conversion · Disposed 100,000 · Balance 0 F3: Stock Appreciation Right became exercisable on January 6, 2011. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.
F2: Restricted stock unit vested on January 6, 2011.
F3: Stock Appreciation Right became exercisable on January 6, 2011.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2007 Filed Oct 3, 2007 00:13 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 447 | $53.62 Strike: $0.00 | $23,968.14 |
DisclosureSEC source: 0001104659-07-072705 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,254 Underlying: common shares · 447 shares Expires not disclosed F1 · derivative.exercise_price: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| July 02, 2007 Filed Jul 3, 2007 20:12 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 530.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000132 · dal1739.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,657.94 Underlying: Common · 530.21 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2007 Filed Jul 3, 2007 18:28 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 423 | $53.55 Strike: $0.00 | $22,651.65 |
DisclosureSEC source: 0001104659-07-052109 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,777 Underlying: common shares · 423 shares Expires not disclosed F1 · derivative.exercise_price: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| April 27, 2007 Filed May 1, 2007 22:12 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-07-034471 · a4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,246 F1 · kind: These are restricted stock units awarded under the Abbott Laboratories 1996 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in Abbott common shares on the earlier of the date on which the director terminates or retires from the Board, dies, or the occurrence of a change in control (as defined in the Program). F1 · price: These are restricted stock units awarded under the Abbott Laboratories 1996 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in Abbott common shares on the earlier of the date on which the director terminates or retires from the Board, dies, or the occurrence of a change in control (as defined in the Program). Read SEC document |
| April 02, 2007 Filed Apr 4, 2007 21:02 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 578.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000059 · dal1665.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,116.87 Underlying: Common · 578.8 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2007 Filed Apr 3, 2007 20:01 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 358 | $55.80 Strike: $0.00 | $19,976.40 |
DisclosureSEC source: 0001104659-07-025429 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,329 Underlying: common shares · 358 shares Expires not disclosed F1 · derivative.exercise_price: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 23:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 573.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-07-000004 · dal1570.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,527.99 Underlying: Common · 573.43 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 31, 2006 Filed Jan 3, 2007 21:22 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 410 | $48.71 Strike: $0.00 | $19,971.10 |
DisclosureSEC source: 0001104659-07-000374 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,949 Underlying: common shares · 410 shares Expires not disclosed F1 · derivative.exercise_price: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| October 02, 2006 Filed Oct 4, 2006 21:30 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 597.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000549 · dal1472.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948.02 Underlying: Common · 597.03 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2006 Filed Oct 3, 2006 21:00 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 411 | $48.56 Strike: $0.00 | $19,958.16 |
DisclosureSEC source: 0001104659-06-064640 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,516 Underlying: common shares · 411 shares Expires not disclosed F1 · derivative.exercise_price: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by the him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by the him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by the him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| August 02, 2006 Filed Aug 3, 2006 16:28 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon | 750 | $78.70 | $59,025.00 |
DisclosureSEC source: 0001137638-06-000524 · dal1462.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| July 03, 2006 Filed Jul 6, 2006 21:05 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 584.22 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000511 · dal1455.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345.62 Underlying: Common · 584.22 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 21:50 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 458 | $43.61 Strike: $0.00 | $19,973.38 |
DisclosureSEC source: 0001104659-06-045402 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,086 Underlying: common shares · 458 shares Expires not disclosed F1 · derivative.exercise_price: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| April 28, 2006 Filed May 2, 2006 21:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 2,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-06-030322 · a4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,516 F1 · kind: These are restricted stock units awarded under the Abbott Laboratories 1996 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in Abbott common shares on the earlier of the date on which the director terminates or retires from the Board, dies, or the occurrence of a change in control (as defined in the Program). Read SEC document |
| April 03, 2006 Filed Apr 5, 2006 20:50 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 758.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-06-000290 · dal1336.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758.69 Underlying: Common · 758.69 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom Stock Units acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F3 · derivative.expiration_date: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 18:45 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 471 | $42.46 Strike: $0.00 | $19,998.66 |
DisclosureSEC source: 0001104659-06-022086 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,608 Underlying: common shares · 471 shares Expires not disclosed F1 · derivative.exercise_price: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| January 30, 2006 Filed Feb 1, 2006 20:23 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,500 | $43.01 | $64,513.95 |
DisclosureSEC source: 0001104659-06-005328 · a4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,389 Read SEC document |
| December 31, 2005 Filed Jan 4, 2006 20:57 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 507 | $39.43 Strike: $0.00 | $19,991.01 |
DisclosureSEC source: 0001104659-06-000352 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,124 Underlying: common shares · 507 shares Expires not disclosed F1 · derivative.exercise_price: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| September 30, 2005 Filed Oct 3, 2005 23:24 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 471 | $42.40 Strike: $0.00 | $19,970.40 |
DisclosureSEC source: 0001104659-05-046912 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 Underlying: common shares · 471 shares Expires not disclosed F1 · derivative.exercise_price: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| June 30, 2005 Filed Jul 1, 2005 20:20 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 408 | $49.01 Strike: $0.00 | $19,996.08 |
DisclosureSEC source: 0001104659-05-031012 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,128 Underlying: common shares · 408 shares Expires not disclosed F1 · derivative.exercise_price: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: Director fees deferred and credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 21:25 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantCommon shares without par value | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-05-018225 · a4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,889 F1 · shares: These are restricted stock units awarded under the Abbott Laboratories 1996 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in Abbott common shares on the earlier of the date on which the director terminates or retires from the Board, dies, or the occurrence of a change in control (as defined in the Program). Read SEC document |
| April 15, 2005 Filed Apr 18, 2005 18:34 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | Purchasecommon shares without par value | 1,000 | $49.81 | $49,810.00 |
DisclosureSEC source: 0001104659-05-016841 · a4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 20:30 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 429 | $46.62 Strike: $0.00 | $19,999.98 |
DisclosureSEC source: 0001104659-05-015002 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716 Underlying: common shares · 429 shares Expires not disclosed F1 · derivative.exercise_price: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · kind: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2 · balance_after: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 19:29 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | GrantStock equivalent units · Derivative | 285 | $46.65 Strike: $0.00 | $13,295.25 |
DisclosureSEC source: 0001104659-05-000220 · a4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285 Underlying: common shares · 285 shares Expires not disclosed F1 · derivative.exercise_price: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · kind: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.exercise_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F1 · derivative.expiration_date: This director defers and credits director fees to a stock equivalent unit account under a grantor trust established by him and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. Read SEC document |
| November 10, 2004 Filed Nov 12, 2004 17:01 UTC | ABBOTT LABORATORIES ABT · Entity 2314 | PurchaseCommon shares without par value | 1,000 | $45.07 | $45,070.00 |
DisclosureSEC source: 0001104659-04-035425 · a4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| May 15, 2004 Filed May 18, 2004 18:00 UTC | AT&T INC. SBC · Entity 1012 | Disposition to issuerCommon Stock | 2,375.677 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-04-000351 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 28,349.91 F1 · kind: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans. Read SEC document |
| May 15, 2004 Filed May 18, 2004 18:00 UTC | AT&T INC. SBC · Entity 1012 | Disposition to issuerCommon Stock | 23,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-04-000351 · doc4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,983 F1 · kind: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans. Read SEC document |
| April 30, 2004 Filed May 4, 2004 18:54 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 1,137.68 | $24.90 | $28,328.23 |
DisclosureSEC source: 0000732717-04-000316 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 30,725.587 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 15:10 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 764.589 | $24.54 | $18,763.01 |
DisclosureSEC source: 0000732717-04-000248 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 29,587.907 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| February 27, 2004 Filed Mar 1, 2004 23:29 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 768.18 | $24.01 | $18,444.00 |
DisclosureSEC source: 0000732717-04-000192 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 28,823.318 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| February 02, 2004 Filed Feb 3, 2004 22:44 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 11,012 | $0.00 Strike: $26.46 | $0.00 |
DisclosureSEC source: 0000732717-04-000152 · doc4.xml · derivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,012 Underlying: Common Stock · 11,012 shares Expires 2014-01-31 F1 · kind: Options were acquired pursuant to the SBC Stock Savings Plan, where two options are issued for each share purchased by a particip ant's contributions. F2 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| January 30, 2004 Filed Feb 2, 2004 21:11 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 892.753 | $25.50 | $22,765.20 |
DisclosureSEC source: 0000732717-04-000132 · doc4.xml · nonDerivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 28,055.163 F3 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| January 29, 2004 Filed Feb 2, 2004 21:11 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 13,597.5 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-04-000132 · doc4.xml · nonDerivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 27,162.41 F2 · kind: Total performance shares distributed. Read SEC document |
| January 29, 2004 Filed Feb 2, 2004 21:11 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 262.9 | $25.70 | $6,756.53 |
DisclosureSEC source: 0000732717-04-000132 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 13,564.91 F1 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 19:00 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 707.48 | $26.07 | $18,444.00 |
DisclosureSEC source: 0000732717-04-000037 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 13,827.81 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| November 28, 2003 Filed Dec 2, 2003 16:06 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 792.268 | $23.28 | $18,444.00 |
DisclosureSEC source: 0000732717-03-000931 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 13,120.33 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| October 31, 2003 Filed Nov 3, 2003 22:39 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 950.62 | $23.98 | $22,795.87 |
DisclosureSEC source: 0000732717-03-000870 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 12,328.062 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 21:00 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 828.944 | $22.25 | $18,444.00 |
DisclosureSEC source: 0000732717-03-000768 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 11,377.442 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| August 29, 2003 Filed Sep 3, 2003 18:54 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 820.098 | $22.49 | $18,444.00 |
DisclosureSEC source: 0000732717-03-000710 · doc4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 10,548.498 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| July 31, 2003 Filed Aug 1, 2003 20:56 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 911.577 | $23.36 | $21,294.44 |
DisclosureSEC source: 0000732717-03-000678 · doc4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 9,728.4 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. F2 · balance_after: Also beneficially holds SBC shares as follows: 37,283 held directly and 923.871 by 401(k) (as of 6/30/2003). Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 18:57 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 681.018 | $25.55 | $17,400.01 |
DisclosureSEC source: 0000732717-03-000519 · doc4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 8,816.823 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. F2 · balance_after: Also beneficially holds SBC shares as follows: 37,283 held directly. Read SEC document |
| June 02, 2003 Filed Jun 4, 2003 15:49 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 5,450 | $0.00 Strike: $25.80 | $0.00 |
DisclosureSEC source: 0000732717-03-000456 · doc4.xml · derivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,450 Underlying: Common Stock · 5,450 shares Expires 2013-05-31 F1 · kind: Options were acquired pursuant to the SBC Stock Savings Plan, where two options are issued for each share purchased by a particip ant's contributions. F2 · balance_after: Represents number of options granted. Employee may purchase one share of SBC common stock per option. F3 · balance_after: Also beneficially holds SBC shares as follows: 37,283 held directly; 8,135.805 by benefit plans. Read SEC document |
| May 30, 2003 Filed Jun 2, 2003 20:56 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 683.425 | $25.46 | $17,400.00 |
DisclosureSEC source: 0000732717-03-000437 · doc4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 8,135.805 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| May 28, 2003 Filed Aug 8, 2003 13:00 UTC | AT&T INC. SBC · Entity 1012 | OtherCommon Stock | 924.086 | $25.32 | $23,397.86 |
DisclosureSEC source: 0000732717-03-000687 · doc4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 924.086 F1 · balance_after: Also beneficially holds SBC shares as follows: 37,283 held directly and 9728.4 by benefit plans. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.